Including income in statistics

Last updated: 20.06.2022

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By using the Kaasa sissetulek statistikasse checkbox, it is possible to select the orders that will have their income included in the statistics, at the order level, customer level or generally, using the Office settings. By default, the checkbox has no setting, which looks like this: . This means that it is neither selected nor deselected. The setting configured at a more general level, for example in the office settings, is used. This means that if an active selection is not made for the Kaasa sissetulek statistikasse checkbox, the income for orders that have been invoiced or will be invoiced will be included in the statistics. Income from other orders, including those that will not be invoiced but just credited, are not included in the statistics.

The Kaasa sissetulek statistikasse checkbox can be made visible in order reception as follows:

  1. Click on Seaded > Loo tellimus > Tellimuse sisestamise seaded. Click on the order setting for which settings are to be configured from the list on the left.

  2. Click on the Vormi vool tab.

  3. Search for Kaasa sissetulek statistikasse in the list and select the checkbox in the Nähtav column.

  4. Click on Salvesta to save all changes.

In order reception, the checkbox can then be selected and deselected to choose whether or not the order’s income is to be included in the statistics.

The setting for new orders can be configured on the Tellimuse sätted tab in the office settings in the Uute tellimuste vaikeväärtused box.

The Kaasa sissetulek statistikasse column can be added in order check as follows:

  1. Click on Tellimus > Tellimuse kontroll.

  2. Click on to the right of the Seadistus drop-down list to open the order check settings.

  3. Go to the Veerud tab and double-click on Kaasa sissetulek statistikasse in the list of excluded columns so that it is moved to the list of included columns.

  4. Click on Salvesta to save all changes.

In order check, the checkbox in the column can then be selected and deselected for one or more orders at a time. See .

The setting for new orders can be configured on the Tellimuse sätted tab in the office settings in the Uute tellimuste vaikeväärtused box.

To choose whether or not to include income in the statistics at the customer level, proceed as follows:

  1. Click on Register > Kliendid.

  2. Find the client you want to work on from the list on the left.

  3. Go to the Vaikeväärtused tab and select or deselect the Kaasa sissetulek statistikasse checkbox.

  4. Click on Salvesta to save all changes.

See also